Recent market trading in silicon metal lukewarm, volume to maintain balance, the price is basically stable. The current whole silicon market is not easy to rise and fall.
The difficulty lies in the fact that the aluminum market, the silicone market and the export market are not ideal, and the consumption will show negative growth in the short term. However, during the rainy season, the price of some new plants will be put into operation, and the supply of silicon metal will continue to be high.
On the one hand, the market price and consumption of polysilicon show strong support, and more new projects are put into production in the second half of the year, the market consumption is expected to increase by 20,000 tons/month. On the other hand, the factories in Sichuan and Yunnan have only entered the wet season for 1-2 months, and the overall output has not increased much. Due to the large cash flow of the factories, the willingness to deliver goods at low prices is low and the ability to stock goods in a small range is still available. In addition, silicon metal futures listing is expected to be hot, the forces of all parties to prepare in advance. At present, the inventory of Sichuan-Yunnan silicon factory is sporadic, and some enterprises arrange for production, and the quotation is still strong.